Financial Partners Group (Kansas)’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Financial Partners Group (Kansas)’s Portfolio IGSB Stock Details IGSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-140,682	Closed	-$7.06M	–	168
2023 Q2	$7.06M	Buy	140,682 +21,523	+18%	+$1.08M	1.43%	24
2023 Q1	$6.02M	Buy	119,159 +32,497	+37%	+$1.63M	1.34%	23
2022 Q4	$4.35M	Buy	+86,662	New	+$4.29M	0.96%	28
2021 Q4	–	Sell	-126,160	Closed	-$6.89M	–	164
2021 Q3	$6.89M	Buy	126,160 +6,416	+5%	+$351K	1.62%	17
2021 Q2	$6.56M	Buy	119,744 +1,145	+1%	+$62.7K	1.69%	16
2021 Q1	$6.49M	Sell	118,599 -2,313	-2%	-$127K	1.84%	17
2020 Q4	$6.67M	Sell	120,912 -1,055	-0.9%	-$58K	1.99%	16
2020 Q3	$6.7M	Buy	121,967 +17,034	+16%	+$936K	2.3%	14
2020 Q2	$5.74M	Buy	+104,933	New	+$5.65M	2.24%	15

Other funds holding IGSB

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

JHU

Johns Hopkins University Baltimore, Maryland $1.5B AUM 13.39% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

NYL Investors New York $261M AUM 5.93% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Financial Partners Group (Kansas)'s IGSB Position: Q3 2023 in Review

Financial Partners Group (Kansas) sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2023, closing a stake of 140,682 shares — an estimated $7.06M sold.

Financial Partners Group (Kansas) first reported a position in IGSB in Q2 2020 and held it in 9 quarters. The position peaked at $7.06M in Q2 2023. 872 funds tracked by Wall St. Rank hold IGSB as of Q3 2023.

Financial Partners Group (Kansas) reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Financial Partners Group (Kansas) sold 140,682 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2023, an estimated $7.06M.
Financial Partners Group (Kansas) first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2020 and held it in 9 quarters.
Financial Partners Group (Kansas)'s iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $7.06M in Q2 2023.
872 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2023.

Based on Financial Partners Group (Kansas)'s 13F filing for Q3 2023, filed 13 Nov 2023.